Job Description
Elevate your career as a Financial Planner with TD Wealth in Gatineau, Quebec. Utilize your skills in financial planning and client relationship building to support mass affluent clients.
TD Wealth is seeking an experienced Financial Planner to assist clients in achieving their financial goals. Located in Gatineau, you will leverage 3-5 years of banking experience while helping clients through personalized advice and investment strategies. Your role will impact client loyalty and satisfaction through an engaging customer experience.
Key Responsibilities:
• Identify clients’ life and financial goals for personalized planning
• Conduct reporting and analysis to make informed recommendations
• Strengthen team goals and enhance customer service
• Monitor service efficiency and implement improvements
• Provide mentorship and direction to team members
Requirements:
• Diploma from the Institute of Financial Planning required
• Willingness to obtain Registered Rep...
TD Wealth is seeking an experienced Financial Planner to assist clients in achieving their financial goals. Located in Gatineau, you will leverage 3-5 years of banking experience while helping clients through personalized advice and investment strategies. Your role will impact client loyalty and satisfaction through an engaging customer experience.
Key Responsibilities:
• Identify clients’ life and financial goals for personalized planning
• Conduct reporting and analysis to make informed recommendations
• Strengthen team goals and enhance customer service
• Monitor service efficiency and implement improvements
• Provide mentorship and direction to team members
Requirements:
• Diploma from the Institute of Financial Planning required
• Willingness to obtain Registered Rep...